1. 2plan benefits True Independent Advice
Business hardware and software provided: Recruitment Director/ central & regional FOS Levy – included
transitional support
o Tablet/laptop Bespoke personalised adviser website
o Induction course provided
o Bespoke 2plan software
o Initial training and development Daily commission payments
o “Dynamic” Fact Find programme
o Electronically sent to your Bank
o Automated Suitability Letter software o Technology training & support Account
provided
o The Exchange (license fee included) o Detailed up-to-date viewing of all
o Dedicated 24/7 technology support commission / recurring payments
o Trigold Mortgage Sourcing software helpline
(license fee included) No 2plan membership or joining fees
o Full ongoing training of all software Regulatory / Compliance support and research
systems * electronic links in development
o Central Para Planning Support by
team of technical specialists ** additional cost to adviser / firm
Unique Electronic sales and business
submission process o On-line model portfolios
For more information contact me:
o On-line product and provider research
o Electronic business submission
process Name: Ian Harrison Recruitment Director
Virtual paperless environment
Email: ian@2plan.com
o Post collated at HO and sent to you
electronically – no paper Mobile: 07771 977704
o No need for paper files, filing
cabinets, photocopiers Website: ianharrison.2plan.com
o E-policy Tracking – instant notification Group website: www.2plan.com
policy status *
Unique Members Forum on Nexus
2plan Ltd is authorised and regulated by the Financial
Electronic policy register
Personalised Business Stationery** Services Authority. It is entered on the FSA register
(www.fsa.gov.uk) under reference 461598. Registered
On-line policy valuations *
FSA fees included address: Bridgewater Place, Water Lane, Leeds, LS11 5BZ
Electronic client file storage
PII included 2plan Ltd is a wholly owned subsidiary of 2plan Group Ltd.
Registered in England Number: 05998270. VAT Registered:
Centralised pro-active supervision
FSCS levy – included 894679251. Standard Life owns 15% of the share capital of
2plan Group Ltd.